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How to Set Up and Use a Daily Sales Summary

Do you enter sales information into QuickBooks at the end of each day? Good news! There's a quick, easy, and painless way to do it! This article shows you how to set up a Daily Sales Summary form.

If you're using Premier: Retail Edition, you can skip straight to Step 4 and use a Daily Sales Summary form instead of a Sales Receipt form.

Step 1. Set-Up: Create summary Items.

Step 2. Set-Up: Create payment Items.

Step 3: Set-Up: Create an account for overages and shortages.

Step 4: Enter transactions to create your daily sales summary.

Step 5: Make deposits.

Step 6: Handle returns.

Next: Get started! Create summary Items..


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